How do I complete tasks in Procore that I used to complete in the standalone Procore Estimating application?
Background
If you were a customer using Procore Estimating (formerly known as Esticom), you might wonder how you can complete similar tasks in the Procore web application. Below is a list of tasks with links to relevant support articles.
Answer
Note
- Tasks related to Take-Off and Estimating are available in the Project level Estimating tool.
- Tasks related to the Material or Cost Catalog are available in the Company level Cost Catalog tool.
| Task in Procore Estimating | Task in Procore | Procore Tool |
|---|---|---|
| Add a Project | Create a New Project | Portfolio (Company level) |
| Activate or Deactivate Users | Directory (Project or Company level) | |
| Add Project Tasks | Add a Task | Tasks (Project level) |
| Configure Cost Codes and Cost Types | Configure Settings: Estimating | Estimating (Project level) |
| Delete a User Account | Change a User's Permissions in the Project Directory | Directory (Project or Company level) |
| Edit Profile | Manage 'My Profile Settings' | - |
| Invite a User to a Project | Directory (Project or Company level) | |
| Manage Users | Permissions (Company level) | |
| Upload Company Logo | Upload a Company Logo | Admin (Company level) |
| Upload Plans | Upload Drawings | Drawings (Project level) |
| View the Calendar | View a Project Schedule | Schedule (Project level) |